Collect demographic details and survey responses at the same time (send a Referral Survey)
- Matt Kepple
You can collect demographic details and survey responses at the same time. This uses a Signup Page and is called a Referral Survey Link.
This article covers:
How a Referral Survey Link works
A referral survey link displays the questions across two pages:
Page 1 displays a Contact Form of your choice with demographic questions
Page 2 displays your Survey’s questions that are asking for people’s opinions
When to use a Referral Survey Link
Use the Referral Link method of inviting people to complete a survey when you want to:
capture demographic information about them rather than simply gathering their opinions
and/or be able to segment your opinion questions (the ones in the Survey part) by respondents' demographic characteristics
If you do not need to capture demographic information, use the Anonymous Survey Link instead.
Combine multiple surveys into a single Referral Survey Link
With the Referral Link survey method you can also get respondents to complete multiple surveys from the one link. Each subsequent survey appears as an additional page.
How to setup a Referral Survey
You need to turn on Signup Page for your organisation
You need to a Contact Form that will appear on Page 1
You need a Survey that will appear on Page 2
Once you have those three, you can create a Signup Page which contains the
Contact Form
Survey
Any additional surveys that will appear on subsequent pages
Once the Signup Page is created, you can copy the Signup Page link and share it using the methods of your choice
When you navigate to the Manage Signup Pages page from the Survey Campaign page (by clicking the Manage Links button), you are shown all the Referral Forms within your organisation, rather than it being restricted to the ones related to that Survey Campaign.
How to find a link to a Referral Survey
From a Survey Campaign
Go to the survey’s Survey Campaign page and select Advanced layout
Select Anyone with the referral link
You arrive on the Signup Pages page
You’ll see a list of your Signup Pages, including the Referral Surveys
Scroll across to the Share the link column and copy the link to that Referral Survey
From the Manage Signup Pages page
Select Audience in the left sidebar and choose Signup Pages
You’ll see a list of your Signup Pages, including the Referral Surveys
Scroll across to the Share the link column and copy the link to that Referral Survey
How to analyse responses to Referral Surveys
Responses are split into two sections:
Contact/demographic information - visible from the Demographics and Compare Demographics tab
Survey information - visible on a Progress Board
More detail on what you can see from each location
Part of the platform | Demographic information | Answers to the opinion questions |
|---|---|---|
Appears in the Bio section of the respondent’s Contact Profile Page | Appears in the Timeline section of the respondent’s Contact Profile Page | |
Can be used to filter the responses. Use the Progress Filters. | Charts and tables appear for each question | |
Yes - the table displays a column for each demographic question in the survey | No | |
No | Yes - the table displays a column for each opinion question in the survey | |
You can create a Custom Table that contains a column for each demographic question from the Contact Form and each opinion question from the Survey | ||
You must add the user referral@makerble.com to your organisation as a Member in order to see Referral Survey Link responses on the Survey Campaign’s Analyse Results page
Spider Plot Outcome Charts
Responses collected using the Referral Survey are categorised as responses from Colleagues when selecting from the Line Types for a Spider Plot Outcome chart.